Best Investors
Account
Sign in
Best Investors
Account
Sign in
425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-07-29 |
Branch Locations
3601 Minnesota Drive Suite 430, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Edina | MN | 11/2008 | 01/2022 |
| Charles Schwab Bank | Edina | MN | 08/2016 | 01/2022 |
| The Mather Group, Llc | Chicago | IL | 01/2022 | 11/2022 |
| Edward Jones | St Louis | MO | 12/2022 | 04/2023 |
| Unemployed | Minneapolis | MN | 11/2022 | 12/2022 |
| Charles Schwab & Co., Inc | Edina | MN | 04/2023 | 01/2024 |
| Charles Schwab Bank Ssb | Edina | MN | 04/2023 | 01/2024 |
| Td Ameritrade Inc. | Edina | MN | 06/2023 | 12/2023 |
| Fidelity Investments | Oakdale | MN | 01/2024 | 07/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2025 |
| Charles Schwab | Westlake | TX | 11/2008 | 01/2022 |
| Charles Schwab & Co., Inc, | Minneapolis | MN | 07/2025 | Present |
| Schwab Wealth Advisory | Minneapolis | MN | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-09 |
Reach out to this advisor